As co-founder of National Wealth Management Group (NWMG), Gary Mathews served as CEO from the firm’s inception in 2015 until December of 2020. Under his direction, the firm grew to one of the largest LPL Financial hybrid RIA firms in the Greater Cincinnati area. He started NWMG with the conviction that our work makes a difference and people deserve an advisor that can positively influence progress in their lives.
Gary’s financial career began in 1986 with First American National Securities, where he specialized in portfolio management and financial coaching. As his career momentum picked up, he transitioned to a management role where he joined World Financial Group supervising and coaching a large team of financial advisors. His work introduced him to a variety of walks of life, allowing him to garner the valuable perspective and insight which lives on in the company’s culture.
In 2008, Gary transitioned his practice to LPL Financial in pursuit of a better platform that could more effectively reach people. He began to grow the business into what is now National Wealth Management Group, an independent SEC Registered Investment Advisor. The company was born out his demand for greater autonomy, increased efficiency, and forward-thinking solutions for the clients we serve.
Gary maintained a profoundly positive influence on his staff and clients alike. His strength in the face of life altering adversity is inspirational, encouraging but also profound. While Gary left this life prematurely in 2020, his mission to help others discover meaning with money and vocation continues with us. We will forever be grateful for and indebted to Gary Mathews.